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sunita2
August 13, 2019
Question

There is no option for me to set up reccuring transactions. I get this message when clicking:We’re sorry!To learn more about this feature, please contact support.

  • August 13, 2019
  • 1 reply
  • 0 views
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1 reply

M
MaryGraceS
August 13, 2019

Hi there, @sunita2.

 

Setting up recurring transactions is available in QuickBooks Online Essentials and Plus. If you're using the Simple Start version, this feature is currently unavailable. 

 

But if you're using the supported versions, let's get this sorted by running some basic troubleshooting steps to isolate this unexpected result. To start, access your QuickBooks Online and set up recurring transactions in a private browser. This allows you to browse the web in a clean slate.

 

Here’s how:

  • For Chrome, press Ctrl+Shift+N
  • For Internet Explorer or Firefox, press Ctrl+Shift+P
  • For Safari, hold down Command+Shift+N

If it works, you'll need to clear the cached data on your regular browser to fix performance errors. Sometimes older stored data can overwhelm the system.

 

If you get the same result, you can also use a different browser like Google Chrome, Safari, Internet Explorer, or Mozilla Firefox.

 

Keep me posted if you have any other questions. I'll be here to help you further. 

Y
Yanti Pegler01
November 21, 2019

Hi

I have managed to set up recurring for my customers. I have up until 400 recurring customer to process every month to create invoice.

I set my excel to record this per alphabetical order (make my life easier), but when the recurring had been process, the invoices are not in alphabetical order, so for example, i have customer begin with and A with invoice number 19802, then the other customer begin with D have invoice number 19752.

Is there a facility i can use to match what i need? (SAGE have those facility- I used to alter them to match what i need)

 

Could someone help me on this, please? it made my excel looks untidy :)

Any feed back will be much appreciated

 

Thank you

E
EmmaM
November 21, 2019

Hello Yanti

 

Thanks for your question.

 

To look into this further we just need to determine what section are you looking to put in alphabetical order?Are you in sales>all sales and then filtering to invoices?Is it a customer report you run after the recurring templates have ran or are you looking at the recurring templates page itself?

 

Emma

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